Title: The one stop solution for all your concerns regarding Legal services.
1www.advancedfundadministration.com
1(345) 943 4232
Fund Administration Services
AFA operates on a fully integrated
accounting/reporting platform to deliver robust
and transparent reporting to fund managers and
investors
2Advanced Fund Administration
www.advancedfundadministration.com
1(345) 943 4232
- Welcome to AFA
- Advanced Fund Administration (AFA) is a
privately owned hedge fund and private equity
fund administration firm established in the
Cayman Islands in January 2008 by Peter M.O.
Young. In September 2009 AFA expanded its global
footprint into the United States by opening its
Summit, New Jersey office trading as Advanced
Fund Administration LLC, and in November 2014
established an office in BVI, trading as Advanced
Fund Administration (BVI) Ltd. AFA is also
rolling out a Luxembourg based solution to meet
the fund administration needs of our European
based clients electing to domicile in Luxembourg. - In 2013 AFA expanded its service offering to
include offshore legal services via AFA Legal
Resources (Cayman) Ltd, as well as launching AFA
Advisory Services to address the needs of early
stage fund managers. - AFA is a SSAE 16 Type II SOC I compliant,
boutique fund administration firm providing
comprehensive and cost effective fund
administration solutions to all types of fund
structures and investment strategies. The core of
AFAs service combines robust technology and
experienced staff, offering clients personalized
service and continuous access to AFAs Executive
Management. AFA values each client relationship
and prides itself on partnering with its clients
throughout the fund lifecycle and beyond.
3 Legal Services
www.advancedfundadministration.com
1(345) 943 4232
- AFA Legal Resources (Cayman) Ltd. (AFA
Legal) serves a diverse, international client
base providing general advisory services, advice
on structuring vehicles (including companies,
SPVs, SPCs, partnerships and trusts),
liquidating entities, providing legal opinions,
and offering post launch legal advisory services. - AFA Legal offers services in Cayman, BVI and
Bahamas and has capacity to service additional
offshore and onshore jurisdictions through its
extensive legal network and partners
worldwide. The scope and profile of its clients
include large institutional investors and banks,
high net worth persons, family offices, fund
managers, as well as start-up advisory companies. - AFA Legal services include the following four
main practice areas - Corporate commercial
- Private client and trusts
- Liquidation services
- Investment funds
4 Corporate Commercial
www.advancedfundadministration.com
1(345) 943 4232
- AFA Legal Services and its global partners in law
have a wealth of experience in a wide range of
international corporate and commercial
arrangements including - Cayman Enterprise City (CEC) collaboration
registering free zone companies - Intellectual property (IP) transactions
- Distressed real estate
- Performing and non-performing loans
- Mergers Acquisitions
- Joint Ventures
- Mediation Agreements
- Commercial Contracts
- Commodities and International Trade
- Cross-border Investments
- Capital Raising
5 Private Client trusts
www.advancedfundadministration.com
1(345) 943 4232
- AFA Legal Services provides integrated advisory,
succession and estate planning advice to
high-net-worth individuals, families and their
trustees across many jurisdictions. - Specializations include
- Structuring property, yacht and aircraft
acquisitions, onshore and offshore, and
assistance with obtaining finance/mortgages from
blue chip institutions. - Trusts (including the set-up of Cayman STAR or
purpose trusts) and general advice on trusts law. - Tax-efficient structures for philanthropy and the
acquisition of assets of all types and classes. - Issuing legal opinions for domestic and cross
border transactions.
6 Liquidation Services
www.advancedfundadministration.com
1(345) 943 4232
- AFA Legal has vast experience in liquidating all
types of Cayman Islands vehicles. We can assist
with the striking off of an entity from the
active Register of Companies, or act as
liquidator on a voluntary liquidation and winding
up of a Cayman company or Fund. Fees will be
determined on a case by case basis. The average
lead time to strike a Cayman entity will be
around 3 to 5 business days. A voluntary
liquidation is more proactive and may take
several months to be dissolved once final
creditors and final meeting of members have been
held, and final accounts of the defunct entity
have been presented and approved at such meetings.
7 Investment Funds
www.advancedfundadministration.com
1(345) 943 4232
- AFA Legal offers free consultative advice and
once an engagement letter is executed by the
client, we advise fund managers and promoters on
the offshore structure, operation and domicile of
their investment funds. We also collaborate with
onshore fund managers and legal counsel on
domestic onshore feeders insofar as these
structures relate to offshore master fund
vehicles. - We pride ourselves in offering a turn-key
service ranging from the planning and conception
stage right through the mechanics to drafting
technical documentation, advising on local
regulatory issues and filings, up to the launch
and post launch filings and documentation
required to open bank accounts , to activate and
engage relevant service providers and to commence
trading. - If you are an investor (whether high net worth
person or institutional), we can advise you on
structuring your investments into an offshore
fund. If you are a promoter or manager of
offshore funds, we can advise you on the optimum
fund vehicle and the best choice of domicile of
your fund. - If an ISIN number or stock exchange listing is
required for the offshore fund, we can arrange
for this to be done as well.
8 Corporate Secretarial
www.advancedfundadministration.com
1(345) 943 4232
- AFA is an industry leading advocate in ensuring
that offshore funds observe good corporate
governance in addition to its offering of its
experienced executives as Directors of its client
funds, AFA Legal Services adds to a fund's robust
corporate governance culture through its
corporate secretarial services offering.
Our Corporate Services team works in conjunction
with the Funds' Directors, whether provided by
AFA Legal Services or not, and will manage all
aspects of an offshore fund's statutory and
regulatory obligations, including - Assistance in the preparation of fund launch
minutes resolutions - Preparation and safe-keeping of Board resolutions
throughout the fund's operation - Drafting of Board packs and agendas for Directors
Shareholder meetings - Attendance at Directors meetings and preparation
of minutes - Coordination of the payment of Funds' statutory
and regulatory fees
9 Director Services
www.advancedfundadministration.com
1(345) 943 4232
- Good corporate governance standards are necessary
and desirable for Investment Advisors, fund
sponsors and all service providers to investment
funds, to ensure that investors' interests are
considered and protected throughout the life
cycle of the fund. - AFA Legal Services offers experienced
professionals, who are conversant with the
alternative investment funds industry, to act as
Directors of offshore domiciled funds, in the
Cayman Islands, Bermuda and BVI. - Our Directors serve on the boards of some of the
most complex and diverse fund structures in the
industry, where they bring their experience to
bear in exercising their fiduciary duties to the
funds and the shareholders as a whole. Through
support from AFA's Corporate Services team, AFA
Directors will add an extra dimension to your
offshore funds' governance standards. - Our state of the art conference facilities will
be made available to the Board for the conduct of
regular Board meetings at our offices in the
Cayman Islands.
10 Wilton McDonald ii - bio
www.advancedfundadministration.com
1(345) 943 4232
- The Head of AFA Legal Services is Mr. Wilton
McDonald II with primary responsibility for
providing legal services to Cayman domiciled
funds as well as several other offshore
jurisdictions, specifically the following core
and first tier jurisdictions BVI, Bahamas and
Anguilla, and second tier jurisdictions including
Bermuda, Belize, Panama, Nevis, Switzerland,
Ireland, Luxembourg and Malta. - Wilton has over 17 years experience in the areas
of corporate law and public accountancy having
worked in New York, Bermuda, BVI, Cayman and the
Bahamas. He also has an extensive background in
setting up all types of companies and investment
fund structures. Wilton has worked closely with
start-ups as well as blue chip investment fund
managers, administrators and onshore counsel,
based primarily in the United States, United
Kingdom, Luxembourg, Switzerland, Brazil, Hong
Kong/ China, UAE- Dubai, Abu Dhabi, Kuwait,
Russia, and Japan. - Mr. McDonald was admitted to the bar in 2004 as
an Attorney in the Cayman Islands and Jamaica,
and as a Barrister of the Eastern Caribbean
Supreme Court (British Virgin Islands Circuit)
and also in 2002/ 2003 as an Attorney in
Connecticut (ret), and New York, USA. Prior to
joining AFA Legal Resources (Cayman) Ltd, Wilton
established Iberia Legal Ltd. in 2010 focusing on
capital introduction in Portugal, Poland, and
Brazil. Wilton has previously held positions
with Higgs Johnson (formerly Truman Bodden
Company) as Head of the Investment Funds Dept
Ogier and Lennox Paton as an investment funds
associate and as an associate with Appleby
Spurling Kempe.
11 Wilton McDonald ii - bio
www.advancedfundadministration.com
1(345) 943 4232
- Wilton completed a Bachelor of Science degree
from Northern Caribbean University, an MBA from
Andrews University, a Bachelor of Laws (LLB)
degree from University College London, a Master
of Laws (LLM) degree from Fordham Law School, and
completed the residence requirement for the
Doctor of Juridical Science (JSD) degree at
Cornell Law School in Ithaca, New York. He is
also a retired Fellow of the Association of
Chartered Certified Accountants (ACCA) in the
United Kingdom. - Following is the contact information for Mr.
McDonald - Wilton G. McDonald II, BSc, LLB (Hons.), MBA,
LLM, JSD (C), FCCA (ret.) - Attorney-at-law and Notary Public
- Head of AFA Legal Resources (Cayman) Ltd.
- e. wmcdonald_at_advancedfundadministration.com
- w. 345.943.4232 d. 305.851.2549
f. 345.943.4231 c. (Poland) 48.608.274.583 - Skype wilton.mcdonald2
12 Contact Today!
www.advancedfundadministration.com
1(345) 943 4232
- Email info_at_advancedfundadministration.
com - Phone 1(345) 943 4232
- Website www.advancedfundadministratio
n.com -
- Email infousa_at_advancedfundadministrati
on.com - Phone 1-(908) 273 4545
- Website www.advancedfundadministratio
n.com